Hestia Capital Management is a private investment management firm that provides investment advice to private funds and separately managed accounts. Hestia uses a specific investment process, focusing on deep value, long-short equity, or long-only equity strategies, typically holding stocks, ETFs, and publicly traded options. Clients may invest in a private fund or have a separately managed account for more individualization. Hestia does not use wrap fee programs.
Assets Under Management$130M
ClientsN/A
AdvisorsN/A
Avg. per Client$44M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may be lower than 1% in certain circumstances. Qualified clients in private funds also pay a 20% performance-based fee annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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